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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
CSW INDUSTRIALS, INC. is the larger business by last-quarter revenue ($233.0M vs $172.5M, roughly 1.4× Donnelley Financial Solutions, Inc.). CSW INDUSTRIALS, INC. runs the higher net margin — 4.4% vs 3.6%, a 0.8% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -7.9%).
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
CSW vs DFIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $172.5M |
| Net Profit | $10.3M | $6.2M |
| Gross Margin | 39.7% | — |
| Operating Margin | 7.4% | 8.3% |
| Net Margin | 4.4% | 3.6% |
| Revenue YoY | 20.3% | 10.4% |
| Net Profit YoY | -61.9% | -1.6% |
| EPS (diluted) | $0.62 | $0.31 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $233.0M | $172.5M | ||
| Q3 25 | $277.0M | $175.3M | ||
| Q2 25 | $263.6M | $218.1M | ||
| Q1 25 | $230.5M | $201.1M | ||
| Q4 24 | $193.6M | $156.3M | ||
| Q3 24 | $227.9M | $179.5M | ||
| Q2 24 | $226.2M | $242.7M | ||
| Q1 24 | $210.9M | $203.4M |
| Q4 25 | $10.3M | $6.2M | ||
| Q3 25 | $40.7M | $-40.9M | ||
| Q2 25 | $40.9M | $36.1M | ||
| Q1 25 | $35.1M | $31.0M | ||
| Q4 24 | $26.9M | $6.3M | ||
| Q3 24 | $36.1M | $8.7M | ||
| Q2 24 | $38.6M | $44.1M | ||
| Q1 24 | $31.8M | $33.3M |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 44.4% | — |
| Q4 25 | 7.4% | 8.3% | ||
| Q3 25 | 20.5% | 16.1% | ||
| Q2 25 | 20.8% | 24.2% | ||
| Q1 25 | 19.5% | 22.8% | ||
| Q4 24 | 15.3% | 6.0% | ||
| Q3 24 | 22.6% | 10.1% | ||
| Q2 24 | 24.3% | 26.6% | ||
| Q1 24 | 21.0% | 21.9% |
| Q4 25 | 4.4% | 3.6% | ||
| Q3 25 | 14.7% | -23.3% | ||
| Q2 25 | 15.5% | 16.6% | ||
| Q1 25 | 15.2% | 15.4% | ||
| Q4 24 | 13.9% | 4.0% | ||
| Q3 24 | 15.8% | 4.8% | ||
| Q2 24 | 17.1% | 18.2% | ||
| Q1 24 | 15.1% | 16.4% |
| Q4 25 | $0.62 | $0.31 | ||
| Q3 25 | $2.41 | $-1.49 | ||
| Q2 25 | $2.43 | $1.28 | ||
| Q1 25 | $2.05 | $1.05 | ||
| Q4 24 | $1.60 | $0.21 | ||
| Q3 24 | $2.26 | $0.29 | ||
| Q2 24 | $2.47 | $1.47 | ||
| Q1 24 | $2.03 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $40.2M | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $1.1B | $379.2M |
| Total Assets | $2.3B | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $40.2M | $24.5M | ||
| Q3 25 | $31.5M | $22.7M | ||
| Q2 25 | $38.0M | $33.8M | ||
| Q1 25 | $225.8M | $16.2M | ||
| Q4 24 | $213.8M | $57.3M | ||
| Q3 24 | $273.2M | $33.6M | ||
| Q2 24 | $18.9M | $35.0M | ||
| Q1 24 | $22.2M | $43.7M |
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | $800.1M | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $379.2M | ||
| Q3 25 | $1.1B | $423.1M | ||
| Q2 25 | $1.1B | $432.1M | ||
| Q1 25 | $1.1B | $419.9M | ||
| Q4 24 | $1.0B | $436.1M | ||
| Q3 24 | $1.0B | $444.5M | ||
| Q2 24 | $650.2M | $441.5M | ||
| Q1 24 | $615.7M | $408.9M |
| Q4 25 | $2.3B | $800.4M | ||
| Q3 25 | $1.5B | $816.3M | ||
| Q2 25 | $1.5B | $874.7M | ||
| Q1 25 | $1.4B | $852.8M | ||
| Q4 24 | $1.4B | $841.6M | ||
| Q3 24 | $1.4B | $843.6M | ||
| Q2 24 | $1.1B | $882.9M | ||
| Q1 24 | $1.0B | $867.8M |
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | 0.75× | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $28.9M | $59.8M |
| Free Cash FlowOCF − Capex | $22.7M | $47.9M |
| FCF MarginFCF / Revenue | 9.8% | 27.8% |
| Capex IntensityCapex / Revenue | 2.6% | 6.9% |
| Cash ConversionOCF / Net Profit | 2.81× | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $59.8M | ||
| Q3 25 | $61.8M | $74.4M | ||
| Q2 25 | $60.6M | $68.4M | ||
| Q1 25 | $27.3M | $-37.7M | ||
| Q4 24 | $11.6M | $56.4M | ||
| Q3 24 | $66.8M | $86.4M | ||
| Q2 24 | $62.7M | $56.2M | ||
| Q1 24 | $22.4M | $-27.9M |
| Q4 25 | $22.7M | $47.9M | ||
| Q3 25 | $58.7M | $59.2M | ||
| Q2 25 | $57.7M | $51.7M | ||
| Q1 25 | $22.8M | $-51.0M | ||
| Q4 24 | $8.5M | $41.3M | ||
| Q3 24 | $61.3M | $67.3M | ||
| Q2 24 | $59.6M | $36.8M | ||
| Q1 24 | $17.5M | $-40.2M |
| Q4 25 | 9.8% | 27.8% | ||
| Q3 25 | 21.2% | 33.8% | ||
| Q2 25 | 21.9% | 23.7% | ||
| Q1 25 | 9.9% | -25.4% | ||
| Q4 24 | 4.4% | 26.4% | ||
| Q3 24 | 26.9% | 37.5% | ||
| Q2 24 | 26.3% | 15.2% | ||
| Q1 24 | 8.3% | -19.8% |
| Q4 25 | 2.6% | 6.9% | ||
| Q3 25 | 1.1% | 8.7% | ||
| Q2 25 | 1.1% | 7.7% | ||
| Q1 25 | 2.0% | 6.6% | ||
| Q4 24 | 1.6% | 9.7% | ||
| Q3 24 | 2.4% | 10.6% | ||
| Q2 24 | 1.4% | 8.0% | ||
| Q1 24 | 2.3% | 6.0% |
| Q4 25 | 2.81× | 9.65× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 1.89× | ||
| Q1 25 | 0.78× | -1.22× | ||
| Q4 24 | 0.43× | 8.95× | ||
| Q3 24 | 1.85× | 9.93× | ||
| Q2 24 | 1.62× | 1.27× | ||
| Q1 24 | 0.71× | -0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
